1.7 Billions
Assets under management
The Harris Gibson Group seeks to provide a thorough wealth management experience using a disciplined process to help you and your family define and pursue your goals wherever you are in life. With a specific focus on the imperative needs of small business owners and the challenges of managing multigenerational wealth, we have the experience necessary to handle your unique financial situation.
You face important decisions and it’s essential to have an experienced advisor in your corner. We provide an objective and integrated wealth management process that helps harmonize all aspects of your financial life and protect the lifestyle you have so carefully built. Is it time for a more sophisticated approach to your financial life, led by a team of highly skilled professionals?
Why work with us:
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
The five hallmarks of a successful sale
Move forward with confidence in possibly the biggest venture of your life. We can help advise and orchestrate your entire team of experts throughout the sale process and beyond.
1.7 Billions
Assets under management
Over 100 years
Collective years of experience
10
Years in business as a team
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager